Total Wealth Planning, LLC DFIS Holdings History
Total Wealth Planning, LLC's Dimensional International Small Cap ETF Holding Summary
As of 2025-03-31, Total Wealth Planning, LLC held 1.07 Mil shares of Dimensional International Small Cap ETF(DFIS), totaling $27.67 Mil. This investment constitutes 4.23% of their stock portfolio, and Total Wealth Planning, LLC now holds 1.05% of the outstanding Dimensional International Small Cap ETF(DFIS) stock.
The initial trade took place in 2022Q2. And since then Total Wealth Planning, LLC has made 12 purchases of DFIS, at an average price of $22.93, for a total of 1.07 Mil shares. Based on historical transaction data and DFIS's current price of $30.00, Total Wealth Planning, LLC's estimated gain on his DFIS holdings is $7.57 Mil, reflecting a 30.86% gain to date.
Total Wealth Planning, LLC DFIS ($30.00) Holding Chart
Total Wealth Planning, LLC DFIS ($30.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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